Purchases and Sales Made in Q3 2024 in Ishares Barclays 1 3 Year Trea (SHY)
This table provides information about the institutional ownership of Ishares Barclays 1 3 Year Trea (SHY) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 1-3 YEAR TREA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
896+ 5.23% |
$72.9K - $74.6K
|
18K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
890+ 3.27% |
$72.4K - $74.1K
|
28.1K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
884+ 1.14% |
$71.9K - $73.6K
|
78.3K
$6.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
863+ 4.12% |
$70.2K - $71.9K
|
21.8K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
848+ 2.66% |
$69K - $70.6K
|
32.7K
$2.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
825+ 10.57% |
$67.1K - $68.7K
|
8.63K
$714K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
820+ 8.33% |
$66.7K - $68.3K
|
10.7K
$882K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
819New |
$66.6K - $68.2K
|
819
$67.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
818+ 615.04% |
$66.5K - $68.1K
|
951
$78.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
812+ 6.87% |
$66K - $67.6K
|
12.6K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
BUY
|
- |
809+ 0.7% |
$65.8K - $67.4K
|
117K
$9.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
799+ 60.21% |
$65K - $66.5K
|
2.13K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
753+ 1.72% |
$61.2K - $62.7K
|
44.6K
$3.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
740+ 2.41% |
$60.2K - $61.6K
|
31.4K
$2.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
711+ 1.35% |
$57.8K - $59.2K
|
53.4K
$4.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
696+ 3.47% |
$56.6K - $58K
|
20.8K
$1.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
696+ 13.19% |
$56.6K - $58K
|
5.97K
$494K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
684+ 3.48% |
$55.6K - $57K
|
20.3K
$1.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
675+ 0.82% |
$54.9K - $56.2K
|
82.7K
$6.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
630+ 7.57% |
$51.2K - $52.5K
|
8.96K
$740K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
625+ 20.32% |
$50.8K - $52.1K
|
3.7K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
621+ 16.84% |
$50.5K - $51.7K
|
4.31K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
607+ 3.16% |
$49.4K - $50.6K
|
19.8K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
605+ 0.6% |
$49.2K - $50.4K
|
101K
$8.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
591+ 11.87% |
$48.1K - $49.2K
|
5.57K
$460K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
580New |
$47.2K - $48.3K
|
580
$47.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
580+ 40.45% |
$47.2K - $48.3K
|
2.01K
$166K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
576+ 1.9% |
$46.8K - $48K
|
30.8K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
559New |
$45.5K - $46.6K
|
559
$46.2K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
550+ 4.99% |
$44.7K - $45.8K
|
11.6K
$956K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
544+ 37.6% |
$44.2K - $45.3K
|
1.99K
$165K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
540+ 7.32% |
$43.9K - $45K
|
7.91K
$654K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
513+ 5.23% |
$41.7K - $42.7K
|
10.3K
$853K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
509+ 1.3% |
$41.4K - $42.4K
|
39.6K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
St. James Investment Company, LLC
|
BUY
|
- |
505+ 3.64% |
$41.1K - $42.1K
|
14.4K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
503+ 1.77% |
$40.9K - $41.9K
|
29K
$2.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
499+ 4.82% |
$40.6K - $41.6K
|
10.8K
$896K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
486+ 1.9% |
$39.5K - $40.5K
|
26.1K
$2.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
484+ 24.1% |
$39.4K - $40.3K
|
2.49K
$206K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
480+ 1.84% |
$39K - $40K
|
26.6K
$2.2M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
458+ 10.11% |
$37.2K - $38.1K
|
4.99K
$412K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
443New |
$36K - $36.9K
|
443
$36.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
439+ 2.39% |
$35.7K - $36.6K
|
18.8K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
436+ 13.44% |
$35.5K - $36.3K
|
3.68K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
433+ 14.78% |
$35.2K - $36.1K
|
3.36K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
430+ 9.31% |
$35K - $35.8K
|
5.05K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
420+ 9.12% |
$34.2K - $35K
|
5.03K
$415K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
407+ 1.44% |
$33.1K - $33.9K
|
28.6K
$2.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
401+ 9.3% |
$32.6K - $33.4K
|
4.71K
$390K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
397+ 5.29% |
$32.3K - $33.1K
|
7.91K
$654K
|